Home-Based Client Services Representative

Lever, Inc.; Owensboro (KY); Remote; USD 45,000 - 60,000; Full time

Benefits offered by this job

Flexible hours

Ongoing mentorship

Remote tools

Job summary

Lever, Inc. is seeking a self-motivated, coachable candidate for a remote financial-services role driven by warm leads and a structured training program.

You will speak with people who requested information, map needs, run enrollment flows, and build a client list. The role offers flexible hours, ongoing mentorship, and remote tools to support long-term career growth.

Responsibilities

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Job description

This is a remote financial-services seat built around warm leads and a training system.

If you are competitive and willing to be coached, it can become a long-term career. If you want a job with no conversations, it will not.

Daily work

• Speak with people who asked for information
• Map needs to available protection options
• Run a simple enrollment flow
• Build and service a client list

Provided

• Pre-qualified warm leads
• Step-by-step onboarding
• Remote tools
• Flexible hours
• Ongoing mentorship

Good fit

Self-starters who like helping families and can handle a performance environment.

Bad fit

Anyone who will not take feedback or needs a manager in the room.